See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,654 | $71,883-4.5% | $86,677-20.8% | $68,494+0.2% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | -9.80% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-2.0pp |
| Employer contribution / active EE | $728 | $2,173-66.5% | $2,836-74.3% | $2,596-72.0% |
| Participant deferral / active EE | $3,257 | $3,779-13.8% | $4,656-30.0% | $4,027-19.1% |
| Admin fee / account holder | $6,516 | $6,112+6.6% | $7,493-13.0% | $5,403+20.6% |